LL
IYF icon

LPWM LLC’s iShares US Financials ETF IYF Stock Holding History

LPWM LLC’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798K Buy
6,786
+1,915
+39% +$238K 0.2% 50
2025
Q4 		$628K Buy
4,871
+86
+2% +$10.8K 0.16% 61
2025
Q3 		$606K Buy
4,785
+419
+10% +$51.8K 0.16% 55
2025
Q2 		$528K Hold
4,366
– – 0.15% 55
2025
Q1 		$493K Hold
4,366
– – 0.16% 54
2024
Q4 		$483K Buy
4,366
+426
+11% +$47.4K 0.16% 56
2024
Q3 		$405K Hold
3,940
– – 0.13% 55
2024
Q2 		$375K Hold
3,940
– – 0.13% 56
2024
Q1 		$365K Hold
3,940
– – 0.13% 53
2023
Q4 		$338K Buy
3,940
+275
+8% +$21.4K 0.13% 53
2023
Q3 		$270K Sell
3,665
-380
-9% -$29.3K 0.12% 52
2023
Q2 		$304K Sell
4,045
-1,990
-33% -$143K 0.13% 49
2023
Q1 		$429K Buy
+6,035
New +$464K 0.21% 44

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return